Tech Stocks Radar

TSMC's record Q2 revenue of T$1.27 trillion, up 36% YoY, confirms surging AI demand while underscoring Apple's tight dependence on advanced nodes. The...

Cloudflare draws fresh analyst upgrades ahead of its July 31 earnings, with price targets lifted to $300–$314 on expectations of 30% YoY revenue...

Apple is skipping all M6 Pro, Max, and Ultra chips to accelerate the M7 family, driven by major Neural Engine upgrades rather than a standard annual...

Payoneer is opening a new global capability centre in Gurugram and plans to hire 300 engineers by end-2026, making it the firm's second-largest tech...

Japan's advanced manufacturing and weak counterespionage have positioned it as a critical hub for Russia's GRU 20th Directorate to acquire...

Mastercard is exploring the sale of its majority stake in Vocalink, the UK clearing house handling 4.4 billion payments yearly. A 51% stake could...

Rosenblatt trimmed its CrowdStrike price target to $206 from $825 while keeping the Buy rating, purely reflecting the 4-for-1 stock split that took...

Agentic Ziggy launches as an orchestration layer that coordinates AI agent fleets to handle data modelling, enrichment, schema mapping and syndication...

Google is expanding TPU sales to independent neoclouds like Nscale, pitching stable performance and simpler networking versus Nvidia GPUs while also...

Samsung is developing the GAIA AI accelerator as a companion NPU for PCs, with HP and Lenovo already testing prototypes for on-device generative AI...

• AI performance angle: Targets Nvidia Blackwell-class workloads for large neural networks locally, with a related server chip planned for Apple...

AI-driven demand is fueling massive expected sales growth for memory leaders like Sandisk and Micron, with Micron's top line up 345% in the latest...

Circle has won final regulatory approval to establish a U.S. trust bank, strengthening its foundation for institutional services, digital payments,...

Thailand secured US$4.1 billion in EV supply chain commitments across 198 projects, spanning production, batteries and charging.

• BEV output: $1.18B...

Mastercard is in early talks to sell its Vocalink UK retail payments business, potentially valued at 400 million pounds for a 51% stake, following...

Salesforce faces dual setbacks in its AI product launch stemming from performance issues and rising competitive pressure, with potential near-term revenue growth implications for investors.

Meta will begin manufacturing its custom "Iris" AI chip in September, part of a push to double computing capacity to 14 gigawatts by 2027. The MTIA...

Kikoff has acquired The Service Bureau's technology, customer relationships and other assets, adding over 1,000 corporate clients to its Kikoff...

Chip Partnerships & Roadmaps

• 🔥 Broadcom-Apple Extension: Broadcom locked in Apple as custom-chip supplier through 2031, sending AVGO up 6% and...

Apple is accelerating its M-series roadmap around AI, skipping M6 Pro/Max variants entirely to prioritize neural upgrades in the M7 family starting...